Russell Investments Group
VBK icon

Russell Investments Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Russell Investments Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$254K Sell
696
-252
-27% -$85.8K ﹤0.01% 3083
2026
Q1 		$287K Buy
948
+94
+11% +$29.5K ﹤0.01% 2720
2025
Q4 		$258K Sell
854
-36
-4% -$10.9K ﹤0.01% 2747
2025
Q3 		$265K Buy
890
+238
+37% +$68.7K ﹤0.01% 2710
2025
Q2 		$181K Buy
652
+151
+30% +$38.9K ﹤0.01% 2676
2025
Q1 		$126K Sell
501
-20
-4% -$5.54K ﹤0.01% 2705
2024
Q4 		$146K Hold
521
– – ﹤0.01% 2609
2024
Q3 		$139K Buy
521
+178
+52% +$45.6K ﹤0.01% 2586
2024
Q2 		$85.8K Hold
343
– – ﹤0.01% 2661
2024
Q1 		$89.4K Hold
343
– – ﹤0.01% 2589
2023
Q4 		$82.9K Hold
343
– – ﹤0.01% 2585
2023
Q3 		$73.5K Buy
+343
New +$78K ﹤0.01% 2685

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Russell Investments Group's VBK Position: Q2 2026 in Review

Russell Investments Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 27% in Q2 2026, selling an estimated $85.8K and leaving 696 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Russell Investments Group first reported a position in VBK in Q3 2023 and has held it in 12 quarters since. The position peaked at $287K in Q1 2026. 1,057 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Russell Investments Group held 696 shares of Vanguard Morningstar Small-Cap Growth ETF worth $254K as of Q2 2026.
  • Russell Investments Group sold 252 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $85.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3083 holding.
  • Russell Investments Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Russell Investments Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $287K in Q1 2026.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.